20 August 2026

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Does your will qualify for the discretionary testamentary trust exemption?Are you making these SMSF mistakes?Lithium's latest drop and what it means for ASX investors Retirement spending is not one-size-fits-all Why have Australian living standards 'fallen' and how do we fix it?

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Edition: 209

1-8 out of 8 results.

Edition 209

7 July 2017

It's long been assumed that young people, the millennials, are not interested in locking away their money for decades, especially when their number one investment goal is buying a home. The growth of roboadvice and new online super funds are challenging this view, especially since most of these businesses are founded by the younger generation.

Spaceship stalls on the launch pad

Graham Hand
6 July 2017
67

The marketing of Spaceship super has been better at engaging young people than any superannuation fund before it, but does it have the right product for a long-term flight?

It was a good year for shares, but what’s ahead?

Ashley Owen
6 July 2017

Stock markets overall had a good year in FY 2016/2017 while bonds and defensives like listed property struggled. Looking to the future, what are the three most-asked questions facing investors?

Tech stocks: balancing realism and evangelism

James White
6 July 2017

We tend to overlook the older technology companies as we marvel at the likes of Facebook and Google, but technology evangelism has paid off over the long term.

The impact of super changes on estate plans

Julie Steed
6 July 2017
3

The July 1 super changes will encourage many people to reconsider their estate planning, and the role of testamentary trusts should be part of the process. The range of choices has moved far beyond a will.

Housing affordability for millennials and baby boomers

Jonathan Philpot
6 July 2017

The Budget incentives designed to increase housing affordability, especially for first home buyers, are minor steps in isolation, but they may encourage superannuation engagement and downsizing.

Share investors should protect the downside

Glenn Rushton
6 July 2017

Glenn Rushton is the trainer of Australia's newest world champion, boxer Jeff Horn. He's also a fund manager and he warns retirees not to forget the lessons of the GFC where even diversified holdings of blue chips suffered.

How robotics can deliver smart wealth advice

Jason McLean, Andy Gillard
6 July 2017
2

Even when companies are burdened by legacy systems, Robotic Automation can create a new integration process to feed a greater number of services or data points into roboadvice or other wealth channels.

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Does your will qualify for the discretionary testamentary trust exemption?

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Are you making these SMSF mistakes?

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New data challenges the idea that Australians are underspending their super. The bigger issue may be helping retirees navigate complexity, make confident decisions and use their savings to support security, wellbeing and choice.

Matt Werakso
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For the last few years there has been much talk of a 'cost-of-living' crisis in Australia and of 'falling living standards'. Lately this has flared up again with the pickup in inflation resulting in a renewed fall in real wages.

Shane Oliver
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The missing link in the CGT debate

A little-noticed consequence of Labor’s tax changes could have implications well beyond investors’ tax bills. The issue raises bigger questions about incentives, capital allocation and the drivers of long-term economic growth.

Tony Dillon
22 July 2026

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